Jan 1, 2025 | Choosing a Retirement Plan, SEP (Simplified Employee Pension)
Seems like this should be an easy question to answer, but there are so many options and so many objectives that figuring out the best retirement plan for your business takes a little work! In our first post of our “Keeping It Short & Simple” series, we...
Jun 24, 2019 | Choosing a Retirement Plan, Roth IRA
For decades, businesses have been offering various types of retirement plans to help their employees save for retirement. These retirement plans follow federal laws and allow the business to take advantage of available tax deductions by rewarding their employees....
Mar 2, 2019 | Cash Balance Plans
Click above to see how much your company could benefit from a Cash Balance Plan. For sole proprietors, the top priority typically is winning new business while delivering great value to current customers. That daily “balancing act” can take so much of your...
